BusinessObjects XI R2 Product Documentation Roadmap

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1 XI R2 Product Documentation Roadmap XI R2 indows and UNIX

2 Patents Trademarks Copyright Third-party contributors Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Copyright 2005 Business Objects. All rights reserved. Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at:

3 Contents Overview here can you find each document or guide? How to use the documentation roadmap tables Building and managing your data warehouse Meet installation pre-requisites and avoid critical issues Install Data Integrator and build a new data warehouse Maximize performance and implement life-cycle management Integrate Data Integrator with other applications Preparing for XI R2 installation Gain an understanding of and plan your deployment Meet installation pre-requisites and avoid critical issues Upgrading and managing your business intelligence life cycle Migrate the repository from a previous version Convert legacy reports to web-based reports Installing XI R2 and additional component products Install on indows or UNIX Install administration tools (indows) Install end-user products (web) Install end-user products (indows) Completing post-installation deployment Set up security Set up the repository for performance management products Connect to corporate data sources Scaling, tuning, and administering your deployment Scale your solution Tune your solution for optimum performance Administer your solution XI R2 Product Documentation Roadmap 3

4 Contents Using XI R2 products Manage your business intelligence workspace and documents Interact with dashboards and reports and analyze results Design reports Build dashboards and create metrics Customizing your solution Customize default display settings and report formats without programming Develop custom applications Integrate Microsoft Office Integrate products into third-party portals 22 Troubleshooting your solution Resolve errors and trace system activity Index 25 4 XI R2 Product Documentation Roadmap

5 Overview Overview You want to find specific information somewhere within the thousands of pages that comprise Business Objects documentation, but where should you even begin to look? This roadmap provides you with starting points for approaching your Business Objects documentation so that you can quickly find out how to install, configure, and use your specific solution. The roadmap is divided into the following major categories, loosely based on typical stages in the deployment and use of : Building and managing your data warehouse Preparing for XI R2 installation Upgrading and managing your business intelligence life cycle Installing XI R2 and additional component products Completing post-installation deployment Scaling, tuning, and administering your deployment Using XI R2 products Customizing your solution Troubleshooting your solution Each category contains a list of topics about which users typically ask questions. For example, you may want to find out about deployment procedure, security, migrating a repository to a newer version, or getting your users started. Under each topic, a table provides at least one specific place (and often several) where you can find the information. Tip: If you want to find documentation for a specific product quickly, search for the product name in the Index at the end of this roadmap. XI R2 Product Documentation Roadmap 5

6 here can you find each document or guide? here can you find each document or guide? Abbreviation Meaning Installation CD- ROM The right-hand column in the roadmap tables displays the format in which you can obtain each guide, document, or code sample, as explained here: Description Available from the XI R2 installation CD. Note: followed by an asterisk (*) means the installation CD for a specific Business Objects product is separate from the XI R2 installation CD. Resource CD- Available from the XI R2 resource CD. ROM DL Developer Library Available from the installation CD at: <$install_dir>\help\developer_help\en\ and from the Developer Zone web site at eb site Available from the Business Objects Customer Support web site at: documentation. Note: followed by an asterisk (*) means that the documentation for a specific product is available with the online download of the software from the Business Objects Customer Support web site at: How to use the documentation roadmap tables The following tables list key Business Objects documentation available to help you with each stage in deploying and using XI R2 and other component products. Note: This roadmap is not an exhaustive list of the documentation available for XI R2. You can find the full set of documentation categorized by administration task or product name at: 6 XI R2 Product Documentation Roadmap

7 Building and managing your data warehouse Building and managing your data warehouse Meet installation pre-requisites and avoid critical issues Understand key issues before installation See the new features available with this release Limitations and issues in this release, with workaround solutions when possible The new Data Integrator features introduced with this release Release Notes Release Summary Install Data Integrator and build a new data warehouse *, *, Understand architecture, install, configure, and start Data Integrator Use Data Integrator for the first time Build a new data warehouse Architecture overview Pre-installation information Installation procedures (indows and UNIX) Step-by-step introduction to core features Graphical interface overview All you need to build a data warehouse including how to: build projects and jobs, define a database datastore, define data flows, use data cleansing transforms Data Integrator Getting Started guide Data Integrator Core Tutorial Data Integrator Designer Guide *, *, *, Note: followed by an asterisk (*) means that the installation CD for a specific product is separate from the XI R2 installation CD. XI R2 Product Documentation Roadmap 7

8 Building and managing your data warehouse Maximize performance and implement life-cycle management Administer your data warehouse Understand conceptual information, object usage specifics, and use power features Manage the smooth-running of your data warehouse Monitor adapters Track statistics Detailed explanation of concepts Functions, transforms Objects, schemas Optimize performance Advanced performance tuning information Guidelines and options for parallel processing and bulk loading Build a more powerful system and manage the life cycle of your data warehouse Multi-user capabilities Build central repository Migrate from development to test to production environment Data Integrator Administrator Guide Data Integrator Reference Guide Data Integrator Performance Optimization Guide Data Integrator Advanced Development and Migration Guide Integrate Data Integrator with other applications *, *, *, *, Integrate with thirdparty enterprise applications SAP R/3, and SAP B Supplement for SAP *, Oracle Applications Supplement for Oracle *, Applications J.D. Edwards orld and J.D. Edwards Oneorld Supplement for J.D. Edwards *, Siebel Supplement for Siebel *, 8 XI R2 Product Documentation Roadmap

9 Preparing for XI R2 installation Integrate with Crystal Reports Create your own adaptor using the SDK Configure and use the Crystal Enterprise Adaptor to create data flows and a universe Create adaptors that integrate Data Integrator with information sources Data Mart Accelerator for Crystal Reports Adaptor Software Developer s Kit User s Guide Note: followed by an asterisk (*) means that the installation CD for a specific product is separate from the XI R2 installation CD. Preparing for XI R2 installation *, *, Gain an understanding of and plan your deployment Find out how the Enterprise system works See the new features available with this release See the new features available in Crystal Reports with this release The architecture The administration components and processes The new Enterprise features introduced with this release The new Crystal Reports features introduced with this release XI R2 Administrator s Guide (HTML format) XI R2 Administrator s Guide (PDF format) hat s New in this Release? hat s New in Crystal Reports XI R2, XI R2 Product Documentation Roadmap 9

10 Preparing for XI R2 installation Plan the design of your deployment System requirements Set up server communication Choose server location Choose your system database Choose a development environment (if necessary) and choose a web application server IIS (ASP) or JAVA (JSP) Choose a eb Component Adaptor Plan a firewall Firewall types Server communication and integrating the firewall Firewall configuration overview Set up the CMS target database Note: This is not necessary if you are installing a new CMS on the SQL Server installed by default. Setup for unicode Define the security and password of the repository XI R2 Installation Guide XI R2 Administrator s Guide (HTML format) XI R2 Administrator s Guide (PDF format) XI R2 Installation Guide Meet installation pre-requisites and avoid critical issues Understand key issues before installation Limitations and issues in this release, with workaround solutions when possible XI R2 Release notes Crystal Reports Release Notes Process Tracker Release Notes Intelligent Question Release Notes, * Note: followed by an asterisk (*) means that the installation CD for a specific product is separate from the XI R2 installation CD. * 10 XI R2 Product Documentation Roadmap

11 Upgrading and managing your business intelligence life cycle Upgrading and managing your business intelligence life cycle Migrate the repository from a previous version Upgrade from XI to XI R2 Upgrade from 6.x to XI R2 Upgrade from 5.1 to XI R2 Migrate user profiles Migrate universes Migrate reports Migrate dashboards Migrate analytics Enterprise XI R2 Installation Guide Convert legacy reports to web-based reports 6 to XI Release 2 Migration Guide 5 to XI Release 2 Migration Guide Convert Desktop Intelligence or full-client reports to eb Intelligence thinclient reports Convert Desktop Intelligence or files (*.rep) to eb Intelligence files (*.wid) Desktop Intelligence Report Conversion Guide XI R2 Product Documentation Roadmap 11

12 Installing XI R2 and additional component products Installing XI R2 and additional component products Install on indows or UNIX Install XI R2 (mandatory) and performance management products (optional) by running the installation type that suits your needs Deploy XI R2 on your chosen web application server Install XI R2 from scratch Expand an existing installation to add additional servers or processes Specify a custom installation to restrict the components installed Deploy Enterprise on Tomcat Deploy Enterprise on ebsphere Deploy Enterprise on eblogic Deploy Enterprise on Oracle Deploy Enterprise on SAP Neteaver Enterprise XI R2 Installation Guide** Enterprise XI R2 Installation Guide** ** The XI R2 Installation Guide, available on the XI R2 CD for indows, covers indows installation information. The XI R2 Installation Guide, available on the XI R2 CD for UNIX, covers UNIX installation information. 12 XI R2 Product Documentation Roadmap

13 Installing XI R2 and additional component products Install administration tools (indows) Enable administrators to design universes for eb Intelligence and Desktop Intelligence reports, as well as for query-based performance management analytics Enable administrators and end users to add reports to Copy data from a Crystal Reports 9 repository database into the CMS database Import users, groups, reports, and folders from an existing, Crystal Enterprise, or Crystal Info implementation to your new deployment Provide end users access to Crystal Reports over the web Create the repository and administer the security for sets Install Designer Install the Publishing izard Install the Repository Migration izard Install the Import izard Install Crystal Reports Server Install Set Analyzer and Set Analyzer Architect Enterprise XI R2 Installation Guide Set Analyzer and Set Analyzer Architect Online Help * XI R2 Product Documentation Roadmap 13

14 Installing XI R2 and additional component products Install end-user products (web) Provide end users the ability to design corporate dashboards and analyze Key Performance Indicators and processes based on metrics and sets Provide end users the ability to create, share, and interact with reports on OLAP data sources, over the web Provide end users the ability to build queries and to design and analyze Desktop Intelligence reports on RDBMS data sources Provide end users the ability to build reports by selecting from predefined business questions Install Dashboard Manager Install Performance Manager Install Set Analysis Install Predictive Analysis Enterprise XI R2 Installation Guide Install Process Analysis Install Process Tracker Process Tracker Installation Guide Install OLAP Intelligence web components Install Desktop Intelligence Install Intelligent Question Enterprise XI R2 Installation Guide Question Designer Guide Note: followed by an asterisk (*) means that the installation CD for a specific product is separate from the XI R2 installation CD. followed by an asterisk (*) means that the documentation for a specific product is available with the online download of the software from the Business Objects Customer Support web site at: *, * 14 XI R2 Product Documentation Roadmap

15 Completing post-installation deployment Install end-user products (indows) Provide end users with enterprise reporting design capabilities Provide end users with the ability to design advanced, multi-page reports on OLAP data sources in a indows application Note: followed by an asterisk (*) means that the installation CD for a specific product is separate from the XI R2 installation CD. Completing post-installation deployment Set up security Install Crystal Reports Install OLAP Intelligence Installing Crystal Reports XI R2 OLAP Intelligence XI R2 Installation Guide * * Set authentication methods indows AD, indows NT, LDAP Enterprise XI R2 Administrator s Guide Define and managing security for users, documents, and data Set custom security profiles for users and groups Procedures to manage users and groups Reference to security options Enterprise XI R2 Administrator s Guide Administrator Reference Guide Set up the repository for performance management products Create and manage the repository for performance management products Deploy the system tables to store metrics, goals, sets, and calendars Optimize the performance Performance Management Setup and Administration Online Help XI R2 Product Documentation Roadmap 15

16 Completing post-installation deployment Connect to corporate data sources Create connectivites to RDBMS data sources Design and manage universes the semantic layer for for eb Intelligence and Desktop Intelligence reports, as well as for query-based performance management analytics Generate universes from XML and Oracle OLAP Analytic Services metadata sources Design business views to map corporate data to Crystal Reports Create connections Optimize data access Configure specific data access drivers Data type conversion reference for supported databases Build and manage universes for eb Intelligence, Desktop Intelligence report designers and performance management dashboard builders Automatically generate universes from selected metadata sources. Create and manage business views on corporate databases for Crystal Reports designers and users Connect to OLAP cubes Add new OLAP servers Connect to data cubes Data source connection settings Design and manage Question Domains the semantic layer for Intelligent Question reports Create and manage the Question Domains for Intelligent Question report designers Data Access Guide, Universe Designer Guide Universal Metadata Bridge Guide Business Views Administrator s Guide OLAP Intelligence XI Release 2 User s Guide Question Designer Guide,, 16 XI R2 Product Documentation Roadmap

17 Scaling, tuning, and administering your deployment Scaling, tuning, and administering your deployment Scale your solution Scale your system for optimum reliability Ensure fault tolerance and load balancing Set up a distributed deployment on multiple servers XI Release 2 Administrator s Guide (HTML format) XI Release 2 Administrator s Guide (PDF format) Tune your solution for optimum performance, Tune for optimum performance Configure the Audit database Optimize performance management products Increase scheduled reporting capacity Increase overall system capacity Increase on-demand viewing capacity Increase prompting capacity Enhance custom web applications Improve web response speeds Build in fault tolerance Optimize network speed and database efficiency Collect information from user actions and write these actions to a central audit database Activate tracing Optimize performance Enterprise XI Release 2 Administrator s Guide (HTML format) Enterprise XI Release 2 Administrator s Guide (PDF format) Enterprise Auditor s Guide Performance Management Setup and Administration Online Help,, XI R2 Product Documentation Roadmap 17

18 Using XI R2 products Administer your solution Manage security, objects, jobs, and events Set security for users, documents, universes and applications Publish and import objects to Enterprise Schedule jobs and objects Setup and manage report bursting Manage events Publish objects Publish objects to Enterprise XI Release 2 Administrator s Guide (HTML format) XI Release 2 Administrator s Guide (PDF format) XI Release 2 Publishing Guide Using XI R2 products Manage your business intelligence workspace and documents, Access your business intelligence portal to interact with applications and reports, and to organize your workspace Navigate documents and categories Personalize your workspace Save and share documents Join discussions Use Encyclopedia to enter or view metadata on reports XI Release 2 InfoView User s Guide (HTML format) XI Release 2 InfoView User s Guide (PDF format) 18 XI R2 Product Documentation Roadmap

19 Using XI R2 products Interact with dashboards and reports and analyze results Modify parameters (or XI prompts) Release 2 InfoView User s Guide Analyze and interact with report results Design reports Drill, filter, and sort results Modify report formatting Performing On-Report Analysis with eb Intelligence Build enterprise reports on RDBMS data sources Build ad hoc queries and reports on RDBMS data sources Design, view, and manage Crystal Reports Build queries for eb Intelligence reports using eb Intelligence Query HTML Build queries for eb Intelligence reports using eb Intelligence Java Report Panel Design and manage eb Intelligence reports using the eb Intelligence Java Report Panel Build simple queries and reports using the eb Intelligence HTML Report Panel (designed for accessibility) Design queries for Desktop Intelligence reports Design and format Desktop Intelligence reports Build and manage reports built on the Intelligent Question semantic layer Crystal Reports XI Release 2 User s Guide (HTML format) Crystal Reports XI Release 2 User s Guide (PDF format) Building Reports Using eb Intelligence Query HTML Building Reports Using the eb Intelligence Java Report Panel Building Reports Using the eb Intelligence Java Report Panel Building Queries Using the eb Intelligence HTML Report Panel Desktop Intelligence User's Guide: Accessing Data and Data Analysis Desktop Intelligence User's Guide: Reporting Techniques and Formatting Intelligent Question Online Help,,,,,,, XI R2 Product Documentation Roadmap 19

20 Using XI R2 products Build reports on OLAP data sources Design and analyze OLAP reports Build dashboards and create metrics OLAP Intelligence XI Release 2 User s Guide online help Get metrics and dashboard creators started Use performance management products to monitor corporate performance and implement proactive and predictive business management Build corporate dashboards and analytics to visualize metrics, goals, and sets Build and customize dashboards, rules and analytics using Dashboard Manager Define goals and communicate and track goals with the groups of users associated with them using Performance Manager Define and analyze sets using Set Analysis Predict trends on Key Performance Indicators (KPIs) using Predictive Analysis Analyze trends using Process Analysis Monitor processes using Process Tracker Getting Started Creating Dashboards Dashboard Manager Online Help Performance Manager Online Help Set Analysis Online Help Predictive Analysis Online Help Process Analysis Online Help Process Tracker Online Help Note: followed by an asterisk (*) means that the documentation for a specific product is available with the online download of the software from the Business Objects Customer Support web site at: * 20 XI R2 Product Documentation Roadmap

21 Customizing your solution Customizing your solution Customize default display settings and report formats without programming Customize the display settings in Enterprise applications without programming Modify default user settings for display options in InfoView Customize style sheets and images in InfoView and the eb Intelligence Java Report Panel Set font and display options for eb Intelligence documents Develop custom applications Administrator's Reference Guide (HTML format) Administrator's Reference Guide (PDF format), Develop applications using the various software development kits (SDKs) provided with Business Objects products Information and samples for Java,.NET, and COM developers. A comprehensive Developer Library that contains API reference material, sample code and information on how to develop applications using each SDK. hite papers, access to knowledge base articles, and technologyspecific zones for Java,.NET, and COM developers. and the Developer Zone at: products/dev_zone/ XI R2 Product Documentation Roadmap 21

22 Customizing your solution Integrate Microsoft Office Install Microsoft Office components Use Microsoft Office within applications Install Live Office ork with Crystal report data, Business View data, and OLAP report data within a Microsoft Office environment. Live Office XI R2 Installation Guide Live Office XI R2 User s Guide Note: There are separate help files for Microsoft Excel, Microsoft PowerPoint, Microsoft ord, and Microsoft Outlook Integrate products into thirdparty portals Install the Enterprise Portal Integration Kit Install the Enterprise Portal Integration Kit for Microsoft SharePoint web parts. Install the Enterprise Portal Integration Kit portlets to your BEA eblogic Portal Server. Install the Enterprise Portal Integration Kit portlets to your IBM ebsphere Portal Server. Install the Enterprise Portal Integration Kit portlets to your OracleAS 10g Portal Server. XI R2 Portal Integration Kit Installation Guide for Microsoft SharePoint XI R2 Portal Integration Kit Installation Guide for BEA eblogic XI R2 Portal Integration Kit Installation Guide for IBM ebsphere XI R2 Portal Integration Kit Installation Guide for OracleAs 10g 22 XI R2 Product Documentation Roadmap

23 Troubleshooting your solution Set up and administer the Enterprise Portal Integration Kit Interact with the Enterprise Portal Integration Kit Configure Enterprise to use the Microsoft SharePoint web parts Configure Enterprise to use Desktop Intelligence portlets Use the Document List, Document View, and Crystal Report View web parts Use the Document List and Document View portlets Troubleshooting your solution Resolve errors and trace system activity XI R2 Portal Integration Kit Administrator s Guide for Microsoft SharePoint eb Parts XI R2 Portal Integration Kit Administrator s Guide for Desktop Intelligence Portlets XI R2 Portal Integration Kit User s Guide for Microsoft SharePoint eb Parts XI R2 Portal Integration Kit User s Guide for Desktop Intelligence Portlets Understand and solve common errors encountered by Enterprise Resolve specific errors for XI R2 products Trace your performance management system activity Understand where errors can occur in the Enterprise framework Understand and resolve error messages Note: Error messages are categorized by error ID. Activate tracing for performance management products XI R2 Administrator s Guide (HTML format) XI R2 Administrator s Guide (PDF format) Error Message Guide Performance Management Setup and Administration online help, XI R2 Product Documentation Roadmap 23

24 Troubleshooting your solution 24 XI R2 Product Documentation Roadmap

25 Index Symbols *.rep convert to *.wid 11 *.wid convert to *.rep 11 A analytics migrate 11 application servers 12 Architect installing 13 architecture 9 Audit database configuring 17 audit database 17 authentication LDAP 15 indows AD 15 indows NT 15 B BEA eblogic Portal Server 22 burst reports 18 Business Views 16 XI Release 2 installing 12 C CMS migrating data from Crystal Reports 9 13 publish objects 18 setting up 10 COM developer samples 21 connectivities 16 creating, optimizing 16 Crystal Reports 19 installing 15 integrate with Data Integrator 9 new features 9 Crystal Reports 9 migrating 13 Crystal Reports Server installing 13 Customer Support web site online documentation 6 customizing eb Intelligence without programming 21 D Dashboard Manager end-user documentation 20 installing 14 dashboards migrating 11 Data Access 16 Data Integrator installing 7 integrate Crystal Reports 9 new features 7 reference guide 8 SDK 9 data warehouse 8 administering 8 creating 7 database optimizing efficiency 17 deployment designing, planning 10 distributed mode 10 Designer installing 13 Desktop Intelligence XI R2 Product Documentation Roadmap 25

26 Index end-user documentation 19 installing 14 Desktop Intelligence files converting to eb Intelligence 11 Desktop Intelligence portlets 23 Developer Library 6 developer samples 21 Developer Zone web site 6 distributed deployment 17 drill analysis 19 E Encyclopedia end-user documentation 18 error messages explained 23 error solving 23 events managing 18 F fault tolerance 17 configuring for 17 firewall designing, planning 10 I IBM ebsphere Portal Server 22 Import izard installing 13 install XI R2 12 installation critical issues 7 installation type choosing 12 Intelligent Question design semantic layer 16 end-user documentation 19 installing 14 J Java developer samples 21 L LDAP 15 life-cycle management 8 data warehouse 8 Live Office end-user documentation 22 install 22 load balancing 17 M Microsoft Office integrating 22 Microsoft SharePoint web parts 22, 23 N.NET developer samples 21 network speed optimize 17 new 7 new features 9 Crystal Reports 9 Data Integrator 7 O OLAP Intelligence end-user documentation 16, 20 OLAP Intelligence (indows) installing 15 OLAP Intelligence web components installing 14 online documentation 6 optimizing performance 17 Oracle 12 Oracle OLAP Analytic Services 16 OracleAS 10g Portal Server 22 P parameters 19 performance data warehouse 8 performance management products 26 XI R2 Product Documentation Roadmap

27 Index deploy repository 15 installing 12 tutorial 20 performance management repository 15 Performance Manager end-user documentation 20 installing 14 Portal Integration Kits 22 Predictive Analysis end-user documentation 20 installing 14 Process Analysis end-user documentation 20 installing 14 Process Tracker end-user documentation 20 installing 14 prompting capacity increase capacity 17 prompts eb Intelligence end-user documentation 19 publish objects to CMS 18 Publishing izard installing 13 Q query-based analytics 13, 16 Question Domains building and managing 16 R RDBMS data sources 16, 19 readme (see release notes) release notes XI R2 10 Crystal Reports 10 Data Integrator 7 Intelligent Question 10 Process Tracker 10 report bursting 18 reports migrate 11 repository performance management products 15 repository (CMS) 10 S SAP Neteaver 12 SDK Developer Library 6, 6 Developer Zone 6 for Data Integrator 9 samples 21 security for applications 18 for CMS 10 for documents 18 for universes 18 for users 18 security profiles setting up 15 Set Analysis end-user documentation 20 installing 14 Set Analyzer installing 13 Set Analyzer Architect installing 13 system how it works 9 system tables deploy performance management products 15 T Tomcat 12 tracing performance management system activity 17, 23 troubleshooting information error messages 23 general information 23 tuning your deployment 17 U unicode 10 Universal Metadata Bridge 16 universes XI R2 Product Documentation Roadmap 27

28 Index build, manage 16 install Designer 13 migrate 11 upgrade 5.1 to XI Release x to XI Release 2 11 XI to XI Release 2 11 user profiles migrate 11 web application servers 12 eb Intelligence customizing without programming 21 eb Intelligence files converting to Desktop Intelligence 11 eb Intelligence HTML Report Panel end-user documentation 19 eb Intelligence Java Report Panel end-user documentation 19 eb Intelligence Query - HTML end-user documentation 19 eblogic 12 ebsphere 12 indows AD 15 indows NT 15 X XML metadata sources XI R2 Product Documentation Roadmap

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